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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: North Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:44
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Wantagh, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:44
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Join Our Global Payments Corporate Sales team where you will drive strategic client partnerships, ensuring business retention and growth in a dynamic, global environment.
As a Payments Sales Support Associate in the Fintech and Gaming Sales team, you will provide sales support to Payments Sales Managers (PSMs) and Payments Client Managers (PCMs).
This role is critical in ensuring the smooth expansion of our sales relationships and execution of our sales processes.
Job Responsibilities:
* Assist in the creation and customization of client presentations to support Sales initiatives
* Conduct data analysis to provide insights and recommendations for client development strategies
* Collaborate with sales teams to identify opportunities for client growth and engagement, document deal solutions and proposals, prepare materials for client presentations and negotiations
* Support the development and maintenance of account plans, and assist in the preparation of documentation for account reviews and strategy sessions
* Schedule and coordinate client calls and meetings for Sales, ensuring all logistics are handled efficiently
* Prepare and distribute client briefings to relevant stakeholders before meetings, and document and distribute call reports capturing key discussion points and action items
* Monitor and update the Sales pipeline, ensuring accurate and timely data entry
* Track the progress of Sales opportunities and provide regular status updates to the Sales team
* Identify potential bottlenecks in the sales process and suggest improvements
* Operate with a risk-based mindset with strict adherence to compliance and controls
* Ensure quality output of work product in accordance with brand and company standards
Required qualifications, skills and capabilities:
* 2+ years of experience in a sales, client management, relationship management or related field
* Strong organizational and multitasking skills with attention to detail
* Excellent communication and interpersonal skills
* Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and CRM software
* Ability to analyze data and generate actionable insight
* Self-motivated and able to work independently as well as part of a team
Preferred qualifications, skills and capabilities:
* Payments Experience
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in i...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:43
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Become an integral part of a team that proudly supports vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide!
J.P.
Morgan Chase's Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic development projects.
CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, and long-term permanent financing for Low Income Housing Tax Credit (LIHTC) developments and bond purchases.
Clients include for-profit and not-for-profit developers, government entities, and community-based organizations.
As a Community Development Banking Associate within our Commercial Real Estate team, you will provide support and assistance in the underwriting and approval process for acquisition, construction, and/or permanent loans sourced by senior banker colleagues.
You will report to a CDB Banker and support all members of the Tampa team.
Job Responsibilities:
* Work with Originating Bankers to gather project documentation, prepare credit committee pitch packages, Letters of Interest, and Term Sheets
* Analyze and adjust development budgets, operating statements, rent schedules, construction flow of funds, financial statements, market studies, and third-party reports
* Collaborate with underwriters through the credit approval process, including closing calls, due diligence collection, and internal reporting
* Review legal documentation prior to closing for accuracy and consistency with credit approval terms
* Assist with client meetings/calls related to financings and attend JPM Chase and industry events
* Monitor construction progress, including draw requests, funding adequacy, time delays, cost overruns, contingency fund usage, and compliance with loan documents
Required Qualifications, Skills, and Capabilities:
* 2.5+ years' experience in financing commercial real estate transactions, including mixed income and affordable housing development projects
* Experience with Federal, State, and Local Affordable Housing/LIHTC financing programs
* BA/BS degree
* Strong interpersonal skills for client and stakeholder interaction
* Team player with flexibility to adjust priorities as needed
* Excellent written and verbal communication skills
* Proficient in MS Word, Excel, PowerPoint, and Outlook
* Limited travel required, occasionally overnight
Preferred Qualifications, Skills, and Capabilities:
* Formal bank credit training
* Knowledge of standard bank credit policies and loan administration procedures
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pre...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:42
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:42
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Bellmore, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:41
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:41
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Parsippany, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:40
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Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Consultant within J.P.
Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization.
This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
* Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
* Manage timelines, and deliverables for field execution.
* Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
* Monitor progress, identify risks, and resolve issues that arise during implementation.
* Collect and analyze feedback from field teams and clients to inform continuous improvement.
* Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
Required qualifications, skills, and capabilities
* Bachelor's degree in Business, Finance, or related field
* 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
* Proven track record of managing complex projects and cross-functional teams.
* Strong organizational, analytical, and problem-solving skills.
* Excellent communication, presentation and stakeholder management abilities.
* Knowledge of financial products, services, and regulatory requirements.
* Experience in coaching Advisors or a sales team
* Travel required 50% of the time
Required Licensing
* A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
* If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
Skills
* Executive presentation and communication skills
* Change management
* Cross-functional collaboration
* Data analysis and reporting
* Training and facilitation
INVESTMENT AND INSURANCE PRODUCTS ARE:
NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ...
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Type: Permanent Location: Plantation, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:39
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorganChase within the Commercial and Investment Banking's Sales and trading technology, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
The Equities Sales & Trading Technology team is responsible for developing high performance, low latency order management systems and GUIs to support global trading desks and flows, like Cash, Delta1, Basket and ETF.
As a developer on this team.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Working on web based UI application and would be using Typescript to build desktop UI and is an Individual contributor role.
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering
* concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) - TypeScript/JavaScript/React
* Front-end UIs using C#, HTML5, React/TypeScript.
* Expertise in application, data, and infrastructure architecture disciplines
* Ability to work in large, collaborative teams to achieve organizational goals
* Passionate about building an innovative culture
* Web Development & Services
* Testing/Automation/CICD Pipeline
* Ability to tackle design and functionality problems independently with little to no oversight
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Financial experience is a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:39
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Coshocton, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:38
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Wadsworth, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:37
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Sparta, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:37
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Littleton, US-CO
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:36
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Bossier City, US-LA
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Greenwood, US-IN
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:35
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:34
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J.P, Morgan Institutional Investment Solutions
Institutional Investment Solutions ("IIS") is a highly specialized global team of seasoned investment professionals within J.P.
Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices, Endowments, and Defined Contribution Plans.
The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates.
IIS designs, implements, and manages these solutions by leveraging the full breadth of J.P.
Morgan Asset & Wealth Management's investment capabilities-drawing on both in-house expertise and leading external managers.
We understand institutional investors have distinct goals, risk profiles, and liquidity needs.
Our platform is designed to address these priorities and adapt to a changing investment landscape, offering flexible engagement as either a dedicated Outsourced CIO or a strategic partner to in-house investment teams.
Our senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers.
Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis.
In addition, IIS has deep experience advising institutional investors on building robust investment governance frameworks, establishing investment policy, and institutionalizing wealth for future generations.
Job Responsibilities:
As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with U.S.
Private Bank Advisors to deliver IIS's specialized capabilities to our largest and most sophisticated Family Office clients.
They will serve as the primary portfolio manager for multi-asset solutions delivered to this client base.
Core Responsibilities:
* Delivering Advice and Custom Investment Solutions:
The candidate will be responsible for understanding each Family Office client's investment plan, goals, and objectives, and for developing and implementing a customized tax-aware investment strategy that aligns with their long-term vision.
This includes identifying opportunities to provide advice and introduce J.P.
Morgan's full suite of investment solutions.
* Holistic Asset Allocation and Portfolio Construction:
Advise clients on establishing comprehensive asset allocation policies and constructing robust, diversified portfolios.
Provide guidance on best practices for investment policy and governance, ensuring clients have the frameworks needed for effective long-term wealth management.
* Execution, Oversight and Client Communication:
Execute investment solutions in client accounts in accordance with their strategic plans.
This includes managing a range of investment vehicles such as Investment Management accounts, Separately Managed Accounts, Hedge Funds, Pr...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:34
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As part of the risk management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Senior Associate in the Risk Management and Compliance Chief Data Office, you play a key role in supporting our data governance journey.
You work closely with global teams and stakeholders to implement effective data risk management processes.
You help us meet regulatory requirements and drive value for our Consumer and Community Banking Risk business.
Together, we simplify complex data challenges and deliver solutions that keep our organization strong.
Job Responsibilities
* Support the implementation of data risk management objectives for the Risk Management and Compliance team
* Assist with data classification, usage, protection, storage, metadata, lineage, and quality initiatives
* Organize and simplify complex data requirements into actionable steps
* Contribute to governance and oversight processes to ensure compliance
* Communicate regularly with stakeholders across global teams
* Analyze business goals and requirements to assess options and risks
* Develop and implement effective data governance solutions
* Ensure adherence to firmwide data management policies and standards
* Collaborate with colleagues to achieve team and organizational goals
* Maintain accurate documentation of data governance activities
* Identify opportunities to improve data management practices
Required qualifications, capabilities, and skills
* Bachelor's degree
* Three years of experience in data management or data governance
* Strong analytical skills and attention to detail
* Clear written and verbal communication skills
* Ability to organize and manage multiple tasks
* Experience supporting data governance or risk management initiatives
* Demonstrated ability to work collaboratively in a team environment
* Willingness to learn new concepts and adapt quickly
* Proficiency in documenting processes and requirements
* Ability to communicate effectively with diverse stakeholders
* Commitment to maintaining high standards of data quality and compliance
Preferred qualifications, capabilities, and skills
* Bachelor's degree in a science-related field
* Experience working in financial services or risk management
* Familiarity with data protection and regulatory requirements
* Knowledge of metadata management and data lineage tools
* Experience with data classification and quality improvement initiatives
* Ability to simplify complex technical concepts for...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:33
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As part of the risk management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Report and Tooling Governance - Senior Associate, you will perform a variety of key activities that support our global organization, including governance, reporting and control validation for Reports and Citizen Developed Tools .
You will have the opportunity to collaborate with colleagues across the organization, work independently to analyze large data sets, and take ownership of processes to drive improvements and automation.
Job Responsibilities
* Support governance process for Reports and Citizen Developed Tools, e.g.
Excel, Alteryx, Tableau.
* Review and approve attribute changes to Reports and Citizen Developed Tools.
* Prepare for and lead report governance calls, e.g., review new reports and decommissions requests, prepare agenda, distribute minutes after the call
* Perform governance control validations on a monthly and quarterly basis to verify compliance with organization guidelines and firmwide policies
* Support the team in completing annual recertification processes for Reports and Citizen Developed Tools
* Drive change through the improvement of existing processes and applications to enhance efficiency
* Perform UAT testing (User Acceptance Testing)
* Lead the execution of special governance projects from end to end, assembling working groups to achieve successful outcomes
* Perform ad-hoc analysis and research as needed
Required qualifications, capabilities and skills
* Highly organized, detail-oriented, and inquisitive, with the ability to influence and progress initiatives collaboratively
* Minimum of 5 years' experience in business analysis
* Experience in project management, business management, governance, control management, or data analysis ideal
* Ability to work independently, meet deadlines, prioritize multiple work streams and complete tasks with minimal supervision
* Strong analytical, problem-solving, and organizational skills, with comfort navigating projects where the path forward is not always clear
* Proficiency in Microsoft PowerPoint and Excel, including advance formulas, pivots, graphs, and formatting for senior management review
* Confidence in working with and analyzing large data sets
* Strong team player who thrives in a matrix environment and builds partnerships with colleagues across various levels and locations
* Ability to multi-task in a constantly changing environment, demonstrating a positive, can-do attitude
* Strong written and...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:32
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager Vice President in Cross Currency Payments, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
You excel at shaping the future of innovation, serving as a key leader who delivers value to customers, ensures successful launches, and consistently exceeds expectations.
In this role, you will champion commercialization of Cross Currency Payments solutions, refining and executing strategies for North America clients.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Drive 'Go to Market' strategy for Corporates, Banks, Fintechs, and Payment Intermediaries and promote commercialization
* Own the P&L (Profit & Loss) including financial planning and delivery against revenue
* Manage senior leadership communication and internal JPMC relationships across Sales, Technology, Risk and Controls, Operations, and Service.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Subject matter expertise in cross border payments or payments
* Understanding of the payment needs of clients in various industries including corporates, banks, fintech, and ecommerce clients
* Ability to develop collaborative relationships with business stakeholders, influencing strategy and development priority
* Usage of data to tell stories and drive behavior, and translate busines...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:32
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At PricingDirect, you will join a revenue-generating team that provides independent valuations and analytics on over 3 million fixed income, derivatives, and private equity instruments, where you will play a crucial multifunctional role in onboarding and implementing clients to PricingDirect services and platform.
As an Associate in the PricingDirect Implementation team, you will play a critical role in onboarding and supporting clients with the integration and adoption of PricingDirect's platform and services.
You will collaborate closely with clients, product managers, technology teams, and other stakeholders to ensure seamless implementation of solutions for a wide range of financial instruments, including fixed income, derivatives, and structured products.
This role requires strong analytical skills, expertise in financial valuations, attention to detail, and the ability to manage multiple projects in a fast-paced environment.
Key Responsibilities:
1.
Client Implementation & Technical Integration
* Lead and support the end-to-end onboarding and integration for new and existing clients, including requirements gathering, solution design, data mapping, and workflow configuration.
* Conduct client training, create user guides and documentation, and provide ongoing support to facilitate adoption and usage of PricingDirect solutions.
* Troubleshoot integration issues, perform data validation, and ensure accurate and timely delivery of pricing data and analytics.
2.
Project Management & Stakeholder Collaboration
* Coordinate implementation projects, track deliverables, manage timelines, and communicate status updates to internal and external stakeholders.
* Liaise with product, technology, operations, and sales teams to relay client feedback, identify enhancement opportunities, and support product development initiatives, with a focus on AI/ML-driven improvements.
* Conduct rigorous testing and validation of pricing outputs to ensure accuracy, consistency, and compliance with industry standards.
3.
Innovation & Workflow Optimization
* Proactively identify, recommend, and pilot opportunities to leverage AI/ML tools and techniques to enhance implementation processes, automate routine tasks, and improve data quality and workflow efficiency.
* Collaborate with technology and product teams to evaluate, implement, and test innovative solutions, including AI/ML-driven enhancements, to streamline client onboarding, data validation, and integration workflows.
* Stay current with industry trends in AI/ML and financial technology, and contribute to the evolution of implementation best practices.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Finance, Economics, Computer Science, Mathematics, or a related field.
* Minimum of 3 years of professional experience in financial services, technology, or a related industry.
* Hands-on experience with client onboarding, produ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:31
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We have an obsession for taking care of our customers and employees, making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
At Chase, you'll have the opportunity to help people make the most of their money so they can make the most of their lives.
As a Market Director of Banking in Consumer Bank, you will lead a world class customer experience, strategize to increase the growth of the deposits and banking business, develop and coach Branch Managers, and oversee the management of the market alongside other executive leaders.
You will also play a key role in ensuring our Customer Promise comes to life for our clients, by creating a culture of excellence and an environment that meets a high standard of customer service and excellence within the community.
Job responsibilities
* Manages and coaches branch managers to engage customers and address any escalations
* Develops best practice techniques for coaching, reviewing business, cooperation and ensuring compliance
* Recruits, retains, and develops excellent talent and instills an environment where employees feel valued, supported, and able to achieve career growth
* Develops strategies to achieve key financial metrics including deposit and investment balance growth, customer acquisition and retention, and expense management
* Leads integration with partners from Chase Wealth Management, Business Banking and Home Lending (One Chase) to ensure the growth of other lines of business, including investments and loans
* Manages the market to ensure an excellent customer experience and deploy resources to optimize market performance
* Ensures all branch managers are effectively mitigating risk and remaining in compliance to guarantee a safe banking experience for clients through deep dives and business review
Required qualifications, capabilities, and skills
* 5+ years of Branch management or other related leadership experience
* High school degree, GED, or foreign equivalent
* Proven track record of coaching and developing high performing sales teams coupled with the ability to effectively translate knowledge of financial markets and economic trends
* Ability to identify needs of market segment in order to tailor proactive customer education
* Demonstrated ability building relationships and proactively collaborating with other lines of business remotely
* Ability to proactively take initiative to identify solutions including entrepreneurial business spirit and execute with a sense of urgency
* Experience with consumer and commercial credit knowledge and understanding of financial planning including customer life cycle
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
* Familiarity of local/regional market trends and demographics
* Ability to set the to...
....Read more...
Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:30
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Harper Woods, US-MI
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:29
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Step into a pivotal role as an Asset Management Fund Controller, where you'll help shape the oversight and growth of diverse investment funds and partnerships.
As a Fund Controller within Asset Management you will support the Product Administration leadership team in executing management and oversight responsibilities for the Funds.
You will consider the market, regulatory, and business environment that they operate within the space.
As a Fund Controller you will participate in and support new fund development and implementation efforts as well as other product related initiatives as they arise.
Within the Asset Management Client Service division the Product Administration Team has responsibility for supporting the overall management and oversight of a group of Funds including US Mutual Funds, ETFs, and Collective Investment Funds in addition to private partnerships and other 3(c )7 type vehicles.
Job Responsibilities
* Execute risk focused oversight model that address all aspects of Fund Operations including: daily/monthly net asset values, distributions, expenses, implementation of accounting policies, issue identification, management and resolution
* Evaluate all aspects of proposals (e.g., prospectus/offering documents language, trading/operational model, distributions, expense structure, etc.) to identify solutions to launch/modify the product
* Implement the appropriate risk-focused oversight controls
* Review and approve Funds' financial statements and regulatory filings; coordination of all audit efforts with service providers and external auditors; and, executing disclosure control procedures in support of Audit Committee clearance meetings, principal financial/executive officer certifications, etc
* Review and provide input to various Fund-related regulatory filings, participate in efforts to respond to regulatory requests and inquiries related to the Funds
* Lead and participate in various Fund related initiatives
* Prepare materials to summarize oversight results, escalate key issues, and report initiative status to Funds' governing bodies
Required Qualifications, Capabilities, and Skills
* 5+ years' experience in the investment management industry
* Technical and business knowledge of various Fund structures (e.g., mutual, collective investment, ETFs, and specific preference for private funds with focus on alternative investments ) and activities from an investment, operational, regulatory, accounting and financial reporting perspective
* Knowledge and experience across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products)
* Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications
* Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team
* ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-23 08:20:29
